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Non-Tech : Amati investors

AMTX 1.600

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3:59 PM EST

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To: pat mudge who wrote (27268)	10/17/1997 1:21:00 AM
From: Andrew Won	of 31386

Hi Pat, I just received my most recent issue of the Red Herring which confirms what you have been saying recently about a possible acquisition of Westell/Amati by Lucent. Well, here's a quote for you. "Lucent's R&D budget, at $2.7 billion, is about one-third larger than Nortel's. Although the company plans to keep its R&D budget at 11 percent of revenues, going forward it intends to make technology acquisitions a far greater priority. According to Lucent North America president Gerald Butters, "We spend too much internally. You will soon see a structural change at Lucent that will include a string of investments and a West Coast lab, because we realize we can't do it all ourselves." Who knows? It could happen. I wouldn't mind trading in my Amati and Westell shares for some LU. Let's, uh, skip skip skip to my LU. By the way, the cover of this month's Herring proclaims "Telecom As You Know It Is Dead." Andy

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